Robertson Stephens Wealth Management’s Royal Bank of Canada RY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,498	Closed	-$252K	–	529
2024 Q1	$252K	Hold	2,498	–	–	0.01%	452
2023 Q4	$253K	Hold	2,498	–	–	0.02%	407
2023 Q3	$218K	Hold	2,498	–	–	0.01%	418
2023 Q2	$239K	Hold	2,498	–	–	0.02%	384
2023 Q1	$239K	Hold	2,498	–	–	0.02%	399
2022 Q4	$235K	Sell	2,498 -894	-26%	-$84.4K	0.02%	373
2022 Q3	$305K	Hold	3,392	–	–	0.03%	278
2022 Q2	$328K	Hold	3,392	–	–	0.03%	287
2022 Q1	$374K	Hold	3,392	–	–	0.03%	279
2021 Q4	$360K	Hold	3,392	–	–	0.03%	295
2021 Q3	$337K	Hold	3,392	–	–	0.04%	245
2021 Q2	$343K	Hold	3,392	–	–	0.04%	248
2021 Q1	$312K	Hold	3,392	–	–	0.05%	231
2020 Q4	$278K	Hold	3,392	–	–	0.06%	201
2020 Q3	$237K	Buy	+3,392	New	+$244K	0.06%	207